EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
IDA holding history
Idacorp Inc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IDA overviewAll 13F holders of IDAFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −17,550−100.0% | Sold out | Holders |
| Q1 2026 | 17,550 | $2.51M | <0.1% | −259−1.5% | Reduced | Holders |
| Q4 2025 | 17,809 | $2.25M | <0.1% | – | No prior filing | Holders |
| Q3 2025 | – | – | – | – | Not filed | Holders |
| Q2 2025 | 17,859 | $2.06M | <0.1% | +17,859 | New | Holders |